J B Lovell Irrevocable Trust Uw Fbo Cwc 89331900

Milwaukee, WI
EIN: 84-6017652

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$14.3k (2024)

Expenses

$20.2k (2024)

Total Assets

$391k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$14,279

Expenses

$20,249

Net Income

-$5,970

Net Assets

$390,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,709	96.0%
Sales of Assets	$566	4.0%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,140	64.9%
Compensation of Officers*	$7,483	37.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$390,643
Total Liabilities	$0
Net Assets	$390,643

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,483	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$14,862

Expenses

$35,853

Net Income

-$20,991

Net Assets

$396,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,049	87.8%
Sales of Assets	$1,807	12.2%
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,205	81.5%
Compensation of Officers*	$6,884	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$396,591
Total Liabilities	$0
Net Assets	$396,591

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$6,884	$0

990-PF

Filed on May 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$15,521

Expenses

$30,673

Net Income

-$15,152

Net Assets

$417,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,377	66.9%
Sales of Assets	$4,376	28.2%
Other Income	$768	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,853	77.8%
Compensation of Officers*	$7,314	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$417,582
Total Liabilities	$0
Net Assets	$417,582

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,314	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$17,854

Expenses

$25,118

Net Income

-$7,264

Net Assets

$432,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,569	53.6%
Sales of Assets	$8,285	46.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,686	62.4%
Compensation of Officers*	$8,028	32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$432,743
Total Liabilities	$0
Net Assets	$432,743

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,028	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$82,137

Expenses

$26,712

Net Income

$55,425

Net Assets

$440,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,749	9.4%
Sales of Assets	$74,388	90.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,511	76.8%
Compensation of Officers*	$6,655	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$440,008
Total Liabilities	$1
Net Assets	$440,007

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$6,655	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$10,847

Expenses

$28,651

Net Income

-$17,804

Net Assets

$384,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,274	94.7%
Sales of Assets	$573	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,320	77.9%
Compensation of Officers*	$6,739	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$384,591
Total Liabilities	$1
Net Assets	$384,590

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$6,739	$0

990-PF

Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$12,759

Expenses

$28,334

Net Income

-$15,575

Net Assets

$402,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,357	81.2%
Sales of Assets	$2,402	18.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,519	75.9%
Compensation of Officers*	$7,092	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,466
Total Liabilities	$0
Net Assets	$402,466

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$7,092	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$16,039

Expenses

$29,493

Net Income

-$13,454

Net Assets

$418,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,379	64.7%
Sales of Assets	$5,660	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,584	76.6%
Compensation of Officers*	$7,246	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$418,198
Total Liabilities	$0
Net Assets	$418,198

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$7,246	$0

990-PF

Filed on April 28, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$12,708

Expenses

$24,761

Net Income

-$12,053

Net Assets

$431,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,337	73.5%
Sales of Assets	$3,113	24.5%
Other Income	$258	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,316	74.0%
Compensation of Officers*	$6,955	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$431,604
Total Liabilities	$0
Net Assets	$431,604

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$6,955	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$15,867

Expenses

$31,189

Net Income

-$15,322

Net Assets

$443,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,437	59.5%
Sales of Assets	$6,430	40.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,707	76.0%
Compensation of Officers*	$7,353	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$443,305
Total Liabilities	$0
Net Assets	$443,305

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$51,091

Expenses

$28,482

Net Income

$22,609

Net Assets

$459,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,442	20.4%
Sales of Assets	$40,649	79.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,030	73.8%
Compensation of Officers*	$7,653	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$459,033
Total Liabilities	$0
Net Assets	$459,033

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$7,653	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$27,219

Expenses

$30,917

Net Income

-$3,698

Net Assets

$436,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,177	37.4%
Sales of Assets	$17,042	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,808	77.0%
Compensation of Officers*	$7,599	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,415
Total Liabilities	$0
Net Assets	$436,415

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$9,099	$0

990-PF

Filed on May 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$10,882

Expenses

$29,374

Net Income

-$18,492

Net Assets

$439,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,923	91.2%
Sales of Assets	$959	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,084	75.2%
Compensation of Officers*	$7,076	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$439,671
Total Liabilities	$0
Net Assets	$439,671

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$59,155

Expenses

$28,553

Net Income

$30,602

Net Assets

$456,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,561	16.2%
Sales of Assets	$49,594	83.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,718	76.1%
Compensation of Officers*	$6,707	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$456,653
Total Liabilities	$1
Net Assets	$456,652

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated November 19, 2025

J B Lovell Irrevocable Trust Uw Fbo Cwc 89331900

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14.3k (2024)

Expenses $20.2k (2024)

Total Assets $391k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$14.3k (2024)

Expenses

$20.2k (2024)

Total Assets

$391k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007